> For the complete documentation index, see [llms.txt](https://help.konnektive.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.konnektive.com/konnektive-crm/reports/order-summary.md).

# Order Summary

* *Select* **Reports >** then *click* on **Customers >** then *click* on **Order Summary**:

<figure><img src="/files/6EcthnN7xtMmlWklaPpm" alt=""><figcaption></figcaption></figure>

* *Select* the information pertaining to the order(s) you are looking for in the **Filters** section the *click* the *green* **Go button:**

*Scroll down* the *Order Summary Report* page to view the data. By default the table will display the data **By Campaign**.

*Click* on the **By Product** tab to see orders listed by product:

<figure><img src="/files/Ud2HdI5zFiQ347Cd8jFX" alt=""><figcaption></figcaption></figure>

*Click* on the **Order Summary By Source** tab to see orders by source:<br>

<figure><img src="/files/NSYJeTwHHuWnhJPmAZMy" alt=""><figcaption></figcaption></figure>

## **Campaign** / **Product** / **Source** : Report Sorting Type <a href="#ordersummary-campaign-product-source-reportsortingtype" id="ordersummary-campaign-product-source-reportsortingtype"></a>

## **Order Summary Report Details** <a href="#ordersummary-ordersummaryreportdetails" id="ordersummary-ordersummaryreportdetails"></a>

* **Partials** : Number of Partials
* **Conv. %** : ((Number of Sales)/(Number of Declines + Number of Partials + Number of Sales))\*100
* **Declines** : Number of Declines
* **Decline %** : (Number of Declines)/(Number of Declines + Number of Sales)
* **Sales** : Number of Sales
* **Sales %** : (Number of Sales)/(Number of Sales + Number of Declines)
* **Sales Total** : Total amount of successful sales
* **Upsells** : Number Of Upsells
* **Upsell Total** : Total amount of successful upsells
* **Refund Amt.** : Total amount of all refunds for sales and upsells
* **Shipping** : Total amount of all shipping and shipping upcharges for successful transactions
* **Sales Tax** : Total amount of sales tax for all successful transactions
* **Net Rev.** : Total amount of all succesful transactions - Total amount of refunds
* **Avg Ticket** : (Total amount of successful sales) / (# of Sales)

#### Enhancements: <a href="#ordersummary-enhancements" id="ordersummary-enhancements"></a>

A new export option has been added to the By Source export to allow to export by utm-campaign. When the CRM has the utm-campaign enabled, you will not be able to export by this field.

{% hint style="info" %}
This report does NOT take rebills into account.
{% endhint %}